Banker Professional - Milan

JPMorganChase; Milano; In loco; EUR 35.000 - 55.000; Tempo pieno

Descrizione del lavoro

A leading financial institution in Milan is seeking a motivated professional to provide client advisor support. You will engage with a team to manage client requests and maintain confidentiality. Ideal candidates should hold a relevant degree, be fluent in English and Italian, and have strong interpersonal skills. This full-time position emphasizes operational support and requires proficiency in PowerPoint and Excel.

Competenze

• Fluent in English and Italian.
• Absolute discretion when dealing with confidential matters.
• Excellent interpersonal skills, both written and oral.

Mansioni

• Operational support to Bankers and wider integrated team.
• Help manage account opening/onboarding process.
• Support Bankers with updating account documentation.

Conoscenze

Sales Experience

Presentation Skills

Financial Services

Customer Service

Financial Acumen

Formazione

University degree in finance, law, or business

Strumenti

PowerPoint

Excel

Descrizione del lavoro

Description

We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses, and functions, providing you with the opportunity to take your career to the next level.

Job Summary

You will provide support to a team consisting of Client Advisors in all facets of daily business routines while maintaining awareness of and sensitivity to the confidential nature of the Private Banking role. This will include client communication. You will work in a team-oriented environment with client advisors, client service specialists, integrated team members, operations, and technology teams to fulfill requests. You should be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.

Job Responsibilities :

1. Operational support to Bankers and wider integrated team where appropriate
2. Help manage account opening / onboarding process with onboarding officer as a subject matter expert for both prospects and existing clients
3. Support Bankers with updating account documentation / authorities & Sig List on an ad hoc basis and within the role of managing client Periodic Review process
4. Assist with business and banker projects and strategies for prospects and clients, including subscription and content management
5. Support team projects and admin (weekly flows, commentary, pipeline reporting, etc.)
6. Support in resolving ad hoc client queries and standard reporting

Required Qualifications, Capabilities, and Skills :

• University degree, preferably in finance, law, or a business-related subject (or equivalent)
• Fluent in English and Italian
• Absolute discretion when dealing with confidential matters
• Proficiency in PowerPoint and Excel
• Excellent interpersonal skills, both written and oral
• Self-starter, extremely organized, and detail-oriented with a strong commitment to accuracy
• Good judgment and problem-solving skills
• Ability to work independently and as part of a team

Required Experience : Unclear seniority level

Key Skills

Sales Experience, Presentation Skills, Financial Services, Customer Service, Financial Acumen, Fraud, Math, Military Experience, Banking, Upselling, Cash Handling, RMF

Employment Type : Full-Time

Experience : N/A

Vacancy : 1